+998.5%
PAAS vs HRB
+1,440.2%
-441.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.8% |
| 7D | +8.4% | +2.7% | +5.7% | +8.2% |
| 30D | -7.2% | +22.1% | -29.3% | -8.9% |
| 3M | -14.0% | +15.7% | -29.7% | -15.3% |
| 6M | -26.8% | +83.3% | -110.1% | -31.2% |
| YTD | -19.8% | +25.0% | -44.8% | -22.2% |
| 1Y | +22.8% | +6.9% | +15.9% | +20.9% |
| 3Y | +183.6% | +39.0% | +144.6% | +169.8% |
| 5Y | +73.8% | +146.4% | -72.6% | +55.1% |
| 10Y | +185.6% | +254.4% | -68.9% | +137.7% |
| All | +998.5% | +1,440.2% | -441.7% | +766.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling